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PEI

Pennsylvania Real Estate Investment Trust

Delisted

PEI was delisted on the 15th of December, 2022.

166 hedge funds and large institutions have $1.1B invested in Pennsylvania Real Estate Investment Trust in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 64 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

63% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $715K

6% more capital invested

Capital invested by funds: $1.04B → $1.1B (+$66.4M)

4% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 67

9% less funds holding

Funds holding: 183166 (-17)

57% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 28

Holders
166
Holders Change
-17
Holders Change %
-9.29%
% of All Funds
4.77%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
12
Increased
64
Reduced
67
Closed
28
Calls
$1.16M
Puts
$715K
Net Calls
+$448K
Net Calls Change
+$410K
Name Holding Trade Value Shares
Change
Change in
Stake
BG
26
BlackRock Group
United Kingdom
$9.2M +$417K +1,575 +5%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$8.42M +$706K +2,666 +10%
Deutsche Bank
28
Deutsche Bank
Germany
$8.37M -$2.91M -10,986 -27%
Principal Financial Group
29
Principal Financial Group
Iowa
$8.12M -$5.5M -20,769 -42%
American Century Companies
30
American Century Companies
Missouri
$7.77M +$806K +3,045 +12%
AC
31
Amici Capital
New York
$7.06M +$6.62M +25,000 New
DVM
32
Dreman Value Management
Florida
$6.85M -$136K -512 -2%
Charles Schwab
33
Charles Schwab
California
$6.7M +$96.1K +363 +2%
Goldman Sachs
34
Goldman Sachs
New York
$6.63M +$2.48M +9,369 +66%
WCP
35
Waterfront Capital Partners
New York
$6.02M +$1.08M +4,078 +24%
TCIM
36
TIAA CREF Investment Management
New York
$5.95M -$35.2K -133 -0.6%
EA
37
Emerald Advisers
Pennsylvania
$5.76M
Invesco
38
Invesco
Georgia
$5.6M +$728K +2,749 +16%
Citigroup
39
Citigroup
New York
$5.44M -$10.5M -39,541 -67%
Barclays
40
Barclays
United Kingdom
$5.2M -$2.03M -7,687 -29%
BIM
41
BlackRock Investment Management
Delaware
$5.12M -$275K -1,039 -5%
Renaissance Technologies
42
Renaissance Technologies
New York
$5.1M -$3.22M -12,151 -40%
Bank of America
43
Bank of America
North Carolina
$5.04M -$1.12M -4,246 -19%
QBFM
44
QS Batterymarch Financial Management
New York
$4.48M -$355K -1,343 -8%
V
45
Veritable
Delaware
$4.33M -$706K -2,666 -15%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$4.26M -$139K -526 -3%
Teacher Retirement System of Texas
47
Teacher Retirement System of Texas
Texas
$4.18M +$185K +698 +5%
Asset Management One
48
Asset Management One
Japan
$4.04M -$107K -404 -3%
Wells Fargo
49
Wells Fargo
California
$3.88M +$41.8K +158 +1%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$3.58M -$15.9K -60 -0.5%

PEI Hedge Fund Activity: Q2 2014 in Review

166 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q2 2014, worth a combined $1.1B — up 6.4% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of PEI and 12 opened new positions — a net loss of 16 holders — while 67 trimmed existing stakes and 64 added.

The largest buyer was JP Morgan Chase, adding an estimated $46.9M. The largest seller was Fidelity Investments, cutting an estimated $55.1M.

  • 166 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q2 2014, down from 183 in Q1 2014.
  • Funds reported $1.1B of Pennsylvania Real Estate Investment Trust stock for Q2 2014, up 6.4% quarter-over-quarter.
  • 12 funds opened new Pennsylvania Real Estate Investment Trust positions in Q2 2014 and 28 closed out, a net change of -16 holders.
  • The largest Pennsylvania Real Estate Investment Trust buyer in Q2 2014 was JP Morgan Chase, an estimated $46.9M added.
  • The largest Pennsylvania Real Estate Investment Trust seller in Q2 2014 was Fidelity Investments, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2014.